CUSIP 464287127
ISHARES TR
197 institutions · $484.2M total · 5,493,825 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 546,617 | $51.6M | 9.94% | 2025-12-31 |
| 2 | EXCHANGE TRADED CONCEPTS, LLC | 519,869 | $49.1M | 9.46% | 2025-12-31 |
| 3 | AMERIPRISE FINANCIAL INC | 514,913 | $48.6M | 9.37% | 2025-12-31 |
| 4 | Equitable Holdings, Inc. | 369,216 | $34.8M | 6.72% | 2025-12-31 |
| 5 | LPL Financial LLC | 246,468 | $23.3M | 4.48% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 208,351 | $19.7M | 3.79% | 2025-12-31 |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 165,492 | $15.9M | 3.01% | 2025-12-31 |
| 8 | AVANTAX ADVISORY SERVICES, INC. | 150,982 | $13.0M | 2.74% | 2025-06-30 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 128,978 | $12.2M | 2.34% | 2025-12-31 |
| 10 | JPMORGAN CHASE & CO | 103,691 | $9.8M | 1.88% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 102,864 | $9.7M | 1.87% | 2025-12-31 |
| 12 | UBS Group AG | 100,109 | $9.4M | 1.82% | 2025-12-31 |
| 13 | Wealth Forward, LLC | 98,264 | $9.3M | 1.78% | 2025-12-31 |
| 14 | BANK OF AMERICA CORP /DE/ | 93,540 | $8.6M | 1.70% | 2025-12-31 |
| 15 | Gladstone Institutional Advisory LLC | 84,914 | $8.0M | 1.54% | 2025-12-31 |
| 16 | WELLS FARGO & COMPANY/MN | 79,825 | $7.5M | 1.45% | 2025-12-31 |
| 17 | Elevation Capital Advisory, LLC | 82,157 | $7.0M | 1.49% | 2025-06-30 |
| 18 | Merit Financial Group, LLC | 73,485 | $6.9M | 1.33% | 2025-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 71,984 | $6.8M | 1.31% | 2025-12-31 |
| 20 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 236,755 | $6.1M | 4.30% | 2025-12-31 |
| 21 | MERCER GLOBAL ADVISORS INC /ADV | 63,677 | $6.0M | 1.15% | 2025-12-31 |
| 22 | Benchmark Wealth Management, LLC | 64,536 | $5.5M | 1.17% | 2025-06-30 |
| 23 | GOLDMAN SACHS GROUP INC | 46,099 | $4.4M | 0.83% | 2025-12-31 |
| 24 | Commonwealth Financial Services, LLC | 43,142 | $4.1M | 0.78% | 2025-12-31 |
| 25 | Crestwood Advisors Group, LLC | 42,683 | $4.0M | 0.77% | 2025-12-31 |
| 26 | Brand Asset Management Group, Inc. | 39,952 | $3.8M | 0.72% | 2025-12-31 |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 36,177 | $3.4M | 0.65% | 2025-12-31 |
| 28 | JIM SAULNIER & ASSOCIATES, LLC | 35,692 | $3.4M | 0.64% | 2025-12-31 |
| 29 | Orion Porfolio Solutions, LLC | 35,006 | $3.3M | 0.63% | 2025-12-31 |
| 30 | Royal Bank of Canada | 33,787 | $3.2M | 0.61% | 2025-12-31 |
| 31 | Global Retirement Partners, LLC | 32,158 | $3.0M | 0.58% | 2025-12-31 |
| 32 | Modern Wealth Management, LLC | 28,837 | $2.7M | 0.52% | 2025-12-31 |
| 33 | Financial Engines Advisors L.L.C. | 28,288 | $2.7M | 0.51% | 2025-12-31 |
| 34 | J.W. COLE ADVISORS, INC. | 28,208 | $2.7M | 0.51% | 2025-12-31 |
| 35 | FMR LLC | 23,511 | $2.2M | 0.42% | 2025-12-31 |
| 36 | MML INVESTORS SERVICES, LLC | 23,504 | $2.2M | 0.42% | 2025-12-31 |
| 37 | Edge Financial Advisors LLC | 20,007 | $1.9M | 0.36% | 2025-12-31 |
| 38 | Atria Wealth Solutions, Inc. | 21,006 | $1.8M | 0.38% | 2025-06-30 |
| 39 | Cerity Partners LLC | 18,508 | $1.7M | 0.33% | 2025-12-31 |
| 40 | SILVER OAK SECURITIES, INCORPORATED | 17,823 | $1.7M | 0.32% | 2025-12-31 |
| 41 | SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 17,515 | $1.7M | 0.31% | 2025-12-31 |
| 42 | American Trust | 16,405 | $1.5M | 0.29% | 2025-12-31 |
| 43 | Private Advisor Group, LLC | 16,234 | $1.5M | 0.29% | 2025-12-31 |
| 44 | OneDigital Investment Advisors LLC | 15,732 | $1.5M | 0.28% | 2025-12-31 |
| 45 | MONEY CONCEPTS CAPITAL CORP | 15,631 | $1.5M | 0.28% | 2025-12-31 |
| 46 | May Barnhard Investments LLC | 15,465 | $1.5M | 0.28% | 2025-12-31 |
| 47 | HighTower Advisors, LLC | 15,221 | $1.4M | 0.27% | 2025-12-31 |
| 48 | Dentgroup LLC | 14,242 | $1.3M | 0.25% | 2025-12-31 |
| 49 | Wealth Management Associates, Inc. | 12,555 | $1.2M | 0.22% | 2025-12-31 |
| 50 | Liberty Capital Management, Inc. | 12,260 | $1.2M | 0.22% | 2025-12-31 |
| 51 | Kovitz Investment Group Partners, LLC | 12,165 | $1.1M | 0.22% | 2025-09-30 |
| 52 | Focus Partners Wealth | 11,859 | $1.1M | 0.21% | 2025-12-31 |
| 53 | Keystone Financial Services, LLC | 11,100 | $1.0M | 0.20% | 2025-12-31 |
| 54 | CITIGROUP INC | 10,819 | $1.0M | 0.19% | 2025-12-31 |
| 55 | TWO SIGMA INVESTMENTS, LP | 11,800 | $1.0M | 0.21% | 2025-06-30 |
| 56 | Greykasell Wealth Strategies, Inc. | 10,600 | $1.0M | 0.19% | 2025-12-31 |
| 57 | Kestra Advisory Services, LLC | 10,494 | $990.4K | 0.19% | 2025-12-31 |
| 58 | Apollon Wealth Management, LLC | 10,220 | $964.6K | 0.18% | 2025-12-31 |
| 59 | Sentinus, LLC | 9,844 | $929.1K | 0.17% | 2025-12-31 |
| 60 | ROCKLAND TRUST CO | 9,679 | $913.5K | 0.17% | 2025-12-31 |
| 61 | Mariner, LLC | 9,552 | $901.5K | 0.17% | 2025-12-31 |
| 62 | STIFEL FINANCIAL CORP | 9,293 | $877.2K | 0.16% | 2025-12-31 |
| 63 | Siligmueller & Norvid Wealth Advisors LLC | 9,844 | $852.4K | 0.17% | 2025-06-30 |
| 64 | SeaCrest Wealth Management, LLC | 8,905 | $850.4K | 0.16% | 2025-12-31 |
| 65 | Capital Management Associates, Inc | 8,669 | $818.2K | 0.15% | 2025-12-31 |
| 66 | Tyler-Stone Wealth Management | 9,346 | $801.7K | 0.17% | 2025-06-30 |
| 67 | COMERICA BANK | 8,268 | $780.3K | 0.15% | 2025-12-31 |
| 68 | Creative Planning | 8,113 | $765.7K | 0.14% | 2025-12-31 |
| 69 | Asset Management Group, Inc. | 7,859 | $741.7K | 0.14% | 2025-12-31 |
| 70 | PACIFIC SUN FINANCIAL CORP | 7,720 | $728.6K | 0.14% | 2025-12-31 |
| 71 | Sanctuary Advisors, LLC | 7,508 | $708.6K | 0.13% | 2025-12-31 |
| 72 | Red Tortoise LLC | 7,315 | $690.4K | 0.13% | 2025-12-31 |
| 73 | NewEdge Wealth, LLC | 7,227 | $682.1K | 0.13% | 2025-12-31 |
| 74 | Strategic Blueprint, LLC | 6,788 | $640.7K | 0.12% | 2025-12-31 |
| 75 | Vantage Financial Partners, LLC | 6,734 | $635.5K | 0.12% | 2025-12-31 |
| 76 | IHT Wealth Management, LLC | 6,712 | $633.5K | 0.12% | 2025-12-31 |
| 77 | Savant Capital, LLC | 6,486 | $612.1K | 0.11% | 2025-12-31 |
| 78 | Baird Financial Group, Inc. | 6,317 | $596.2K | 0.11% | 2025-12-31 |
| 79 | GTS SECURITIES LLC | 6,252 | $590.1K | 0.11% | 2025-12-31 |
| 80 | Ameritas Advisory Services, LLC | 6,380 | $589.7K | 0.11% | 2025-09-30 |
| 81 | CHAPIN DAVIS, INC. | 6,189 | $584.1K | 0.11% | 2025-12-31 |
| 82 | Dana Investment Advisors, Inc. | 5,948 | $561.4K | 0.10% | 2025-12-31 |
| 83 | Good Life Advisors, LLC | 6,541 | $561.1K | 0.11% | 2025-06-30 |
| 84 | Brightwater Advisory LLC | 5,831 | $550.3K | 0.10% | 2025-12-31 |
| 85 | Choate Investment Advisors | 5,739 | $541.6K | 0.10% | 2025-12-31 |
| 86 | Soltis Investment Advisors LLC | 5,497 | $518.8K | 0.10% | 2025-12-31 |
| 87 | Cape Investment Advisory, Inc. | 5,155 | $486.5K | 0.09% | 2025-12-31 |
| 88 | Mutual Advisors, LLC | 5,148 | $485.9K | 0.09% | 2025-12-31 |
| 89 | Richard P Slaughter Associates Inc | 5,001 | $472.0K | 0.09% | 2025-12-31 |
| 90 | Focus Financial Network, Inc. | 4,947 | $466.9K | 0.09% | 2025-12-31 |
| 91 | Helen Stephens Group, LLC | 4,940 | $466.2K | 0.08% | 2025-12-31 |
| 92 | Chicago Partners Investment Group LLC | 4,823 | $459.8K | 0.08% | 2025-12-31 |
| 93 | Harbour Trust & Investment Management Co | 4,700 | $443.6K | 0.08% | 2025-12-31 |
| 94 | CAPTRUST FINANCIAL ADVISORS | 4,670 | $440.8K | 0.08% | 2025-12-31 |
| 95 | AQR CAPITAL MANAGEMENT LLC | 4,556 | $430.0K | 0.08% | 2025-12-31 |
| 96 | M&T Bank Corp | 4,550 | $429.4K | 0.08% | 2025-12-31 |
| 97 | TFB Advisors LLC | 4,442 | $419.3K | 0.08% | 2025-12-31 |
| 98 | Russell Investments Group, Ltd. | 4,433 | $418.4K | 0.08% | 2025-12-31 |
| 99 | LANDAAS & CO /WI /ADV | 4,394 | $414.7K | 0.07% | 2025-12-31 |
| 100 | Perigon Wealth Management, LLC | 4,168 | $393.3K | 0.07% | 2025-12-31 |
| 101 | FLAGSTAR ADVISORS INC | 4,165 | $393.0K | 0.07% | 2025-12-31 |
| 102 | Larson Financial Group LLC | 4,101 | $387.0K | 0.07% | 2025-12-31 |
| 103 | B. Riley Wealth Advisors, Inc. | 4,099 | $386.9K | 0.07% | 2025-12-31 |
| 104 | PNC Financial Services Group, Inc. | 4,053 | $382.5K | 0.07% | 2025-12-31 |
| 105 | Portland Financial Advisors Inc | 3,974 | $375.1K | 0.07% | 2025-12-31 |
| 106 | Asset Allocation Strategies LLC | 3,944 | $372.2K | 0.07% | 2025-12-31 |
| 107 | Steward Partners Investment Advisory, LLC | 3,773 | $356.1K | 0.06% | 2025-12-31 |
| 108 | Signal Advisors Wealth, LLC | 3,760 | $354.8K | 0.06% | 2025-12-31 |
| 109 | Pure Financial Advisors, LLC | 3,714 | $350.5K | 0.06% | 2025-12-31 |
| 110 | MidAtlantic Capital Management, Inc. | 3,667 | $346.1K | 0.06% | 2025-12-31 |
| 111 | JONES FINANCIAL COMPANIES LLLP | 3,642 | $343.8K | 0.06% | 2025-12-31 |
| 112 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3,552 | $335.2K | 0.06% | 2025-12-31 |
| 113 | AlphaCore Capital LLC | 3,528 | $333.0K | 0.06% | 2025-12-31 |
| 114 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3,513 | $331.6K | 0.06% | 2025-12-31 |
| 115 | Lutz Financial Services LLC | 3,306 | $312.0K | 0.06% | 2025-12-31 |
| 116 | Cornerstone Wealth Management, LLC | 3,270 | $308.7K | 0.05% | 2025-12-31 |
| 117 | Diversify Advisory Services, LLC | 3,213 | $307.5K | 0.05% | 2025-12-31 |
| 118 | Beacon Pointe Advisors, LLC | 3,198 | $301.8K | 0.05% | 2025-12-31 |
| 119 | FMB WEALTH MANAGEMENT | 3,188 | $300.9K | 0.05% | 2025-12-31 |
| 120 | Foundry Financial LLC | 3,188 | $300.9K | 0.05% | 2025-12-31 |
| 121 | Integrated Wealth Concepts LLC | 3,088 | $291.5K | 0.05% | 2025-12-31 |
| 122 | Optivise Advisory Services LLC | 2,967 | $280.1K | 0.05% | 2025-12-31 |
| 123 | Index Fund Advisors, Inc. | 2,800 | $264.3K | 0.05% | 2025-12-31 |
| 124 | New Century Financial Group, LLC | 2,695 | $249.0K | 0.04% | 2025-09-30 |
| 125 | GREAT VALLEY ADVISOR GROUP, INC. | 2,626 | $247.9K | 0.04% | 2025-12-31 |
| 126 | DAVENPORT & Co LLC | 2,624 | $247.7K | 0.04% | 2025-12-31 |
| 127 | SCOTIA CAPITAL INC. | 2,609 | $246.2K | 0.04% | 2025-12-31 |
| 128 | HCR Wealth Advisors | 2,536 | $239.3K | 0.04% | 2025-12-31 |
| 129 | Evanson Asset Management, LLC | 2,500 | $235.9K | 0.04% | 2025-12-31 |
| 130 | Blue Sky Capital Consultants Group, Inc. | 2,487 | $234.7K | 0.04% | 2025-12-31 |
| 131 | KINGSWOOD WEALTH ADVISORS, LLC | 2,450 | $231.3K | 0.04% | 2025-12-31 |
| 132 | Geneos Wealth Management Inc. | 2,429 | $229.3K | 0.04% | 2025-12-31 |
| 133 | Wealthcare Advisory Partners LLC | 2,350 | $221.8K | 0.04% | 2025-12-31 |
| 134 | Silvercrest Asset Management Group LLC | 2,364 | $218.5K | 0.04% | 2025-09-30 |
| 135 | LAUREL OAK WEALTH MANAGEMENT, LLC | 2,312 | $218.2K | 0.04% | 2025-12-31 |
| 136 | ASSETMARK, INC | 2,299 | $217.0K | 0.04% | 2025-12-31 |
| 137 | CreativeOne Wealth, LLC | 2,335 | $215.8K | 0.04% | 2025-09-30 |
| 138 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,250 | $212.4K | 0.04% | 2025-12-31 |
| 139 | SAGE RHINO CAPITAL LLC | 2,248 | $212.2K | 0.04% | 2025-12-31 |
| 140 | IEQ CAPITAL, LLC | 2,124 | $200.5K | 0.03% | 2025-12-31 |
| 141 | HARBOR INVESTMENT ADVISORY, LLC | 2,064 | $194.8K | 0.03% | 2025-12-31 |
| 142 | HHM Wealth Advisors, LLC | 2,000 | $188.8K | 0.03% | 2025-12-31 |
| 143 | High Point Wealth Management, LLC | 2,000 | $188.8K | 0.03% | 2025-12-31 |
| 144 | FARMERS & MERCHANTS INVESTMENTS INC | 1,854 | $175.0K | 0.03% | 2025-12-31 |
| 145 | BOKF, NA | 1,718 | $162.1K | 0.03% | 2025-12-31 |
| 146 | Allworth Financial LP | 1,701 | $160.6K | 0.03% | 2025-12-31 |
| 147 | Basepoint Wealth LLC | 1,684 | $159.0K | 0.03% | 2025-12-31 |
| 148 | BANK OF MONTREAL /CAN/ | 1,493 | $140.9K | 0.02% | 2025-12-31 |
| 149 | Tortoise Investment Management, LLC | 1,340 | $123.8K | 0.02% | 2025-09-30 |
| 150 | City State Bank | 1,268 | $119.7K | 0.02% | 2025-12-31 |
| 151 | Security National Bank | 1,158 | $109.3K | 0.02% | 2025-12-31 |
| 152 | Trust Co | 1,134 | $107.0K | 0.02% | 2025-12-31 |
| 153 | Advisory Services Network, LLC | 1,036 | $95.7K | 0.01% | 2025-09-30 |
| 154 | MATHER GROUP, LLC. | 993 | $91.8K | 0.01% | 2025-09-30 |
| 155 | Realta Investment Advisors | 892 | $84.2K | 0.01% | 2025-12-31 |
| 156 | Creative Capital Management Investments LLC | 800 | $75.5K | 0.01% | 2025-12-31 |
| 157 | Salomon & Ludwin, LLC | 764 | $72.7K | 0.01% | 2025-12-31 |
| 158 | BLAIR WILLIAM & CO/IL | 752 | $71.0K | 0.01% | 2025-12-31 |
| 159 | Monetary Solutions, Ltd | 716 | $67.5K | 0.01% | 2025-12-31 |
| 160 | Tidemark, LLC | 608 | $57.4K | 0.01% | 2025-12-31 |
| 161 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 604 | $57.0K | 0.01% | 2025-12-31 |
| 162 | Cornerstone Planning Group LLC | 601 | $56.6K | 0.01% | 2025-09-30 |
| 163 | FIFTH THIRD BANCORP | 520 | $49.1K | 0.00% | 2025-12-31 |
| 164 | Federation des caisses Desjardins du Quebec | 508 | $47.9K | 0.00% | 2025-12-31 |
| 165 | Olistico Wealth, LLC | 480 | $45.3K | 0.00% | 2025-12-31 |
| 166 | CIBC Private Wealth Group LLC | 480 | $45.3K | 0.00% | 2025-12-31 |
| 167 | US BANCORP \DE\ | 461 | $43.5K | 0.00% | 2025-12-31 |
| 168 | PRINCIPAL SECURITIES, INC. | 399 | $36.9K | 0.00% | 2025-09-30 |
| 169 | Aptus Capital Advisors, LLC | 374 | $35.3K | 0.00% | 2025-12-31 |
| 170 | FLAGSHIP HARBOR ADVISORS, LLC | 320 | $30.2K | 0.00% | 2025-12-31 |
| 171 | Cedar Mountain Advisors, LLC | 313 | $29.5K | 0.00% | 2025-12-31 |
| 172 | Archer Investment Corp | 316 | $29.2K | 0.00% | 2025-09-30 |
| 173 | AE Wealth Management LLC | 301 | $28.4K | 0.00% | 2025-12-31 |
| 174 | MORRIS FINANCIAL CONCEPTS, INC. | 300 | $28.3K | 0.00% | 2025-12-31 |
| 175 | Corient Private Wealth LLC | 93,022 | $26.9K | 1.69% | 2025-12-31 |
| 176 | HARBOUR INVESTMENTS, INC. | 280 | $26.4K | 0.00% | 2025-12-31 |
| 177 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 275 | $26.0K | 0.00% | 2025-12-31 |
| 178 | Financial Perspectives, Inc | 274 | $25.9K | 0.00% | 2025-12-31 |
| 179 | Farther Finance Advisors, LLC | 242 | $22.8K | 0.00% | 2025-12-31 |
| 180 | Westside Investment Management, Inc. | 227 | $21.5K | 0.00% | 2025-12-31 |
| 181 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 188 | $17.7K | 0.00% | 2025-12-31 |
| 182 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 180 | $17.0K | 0.00% | 2025-12-31 |
| 183 | MAI Capital Management | 174 | $16.4K | 0.00% | 2025-12-31 |
| 184 | Ancora Advisors LLC | 136 | $12.8K | 0.00% | 2025-12-31 |
| 185 | Painted Porch Advisors LLC | 122 | $11.3K | 0.00% | 2025-12-31 |
| 186 | CREATIVE FINANCIAL DESIGNS INC /ADV | 82 | $7.7K | 0.00% | 2025-12-31 |
| 187 | GPS Wealth Strategies Group, LLC | 76 | $7.0K | 0.00% | 2025-09-30 |
| 188 | Laurel Wealth Advisors LLC | 48 | $4.5K | 0.00% | 2025-12-31 |
| 189 | Cambridge Investment Research Advisors, Inc. | 29,743 | $2.8K | 0.54% | 2025-12-31 |
| 190 | NATIXIS ADVISORS, LLC | 11,035 | $1.0K | 0.20% | 2025-12-31 |
| 191 | CWM, LLC | 8,323 | $786 | 0.15% | 2025-12-31 |
| 192 | Thrivent Financial for Lutherans | 5,692 | $537 | 0.10% | 2025-12-31 |
| 193 | Aurora Private Wealth, Inc. | 5,474 | $511 | 0.09% | 2025-12-31 |
| 194 | Opus Capital Group, LLC | 3,252 | $307 | 0.05% | 2025-12-31 |
| 195 | TSFG, LLC | 1,109 | $105 | 0.02% | 2025-12-31 |
| 196 | Coston, McIsaac & Partners | 617 | $58 | 0.01% | 2025-12-31 |
| 197 | Capital Analysts, LLC | 486 | $45 | 0.00% | 2025-09-30 |